Midcap fund growing
Mutual funds & ETFs
Bhavana Acharya

Prime Recommendation: A midcap fund for any long-term portfolio

If you are a long-term investor, adding mid-cap funds to your portfolio will drive overall returns. And in such mid-cap exposure, many of you could simply want funds that can deliver returns that are at least better than the mid-cap index and not collapse during market declines.

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Mutual funds & ETFs
Bhavana Acharya

Prime Recommendation: A thematic fund that actually diversifies your portfolio

Thematic funds need timing, in entry and exit. They’re there to kick portfolio returns up a few notches. They’re useful in capitalising on pockets of opportunities. Now, what if there was a thematic fund that turned this on its head?

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prime portfolios
Mutual funds & ETFs
PrimeInvestor Research Team

Quarterly review – What’s changed in Prime Portfolios, our readymade portfolios

Our quarterly review and changes to our Prime Portfolios for the June quarter has some changes to accomodate better returning debt options

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debt options
Mutual funds & ETFs
Vidya Bala

Prime Recommendation: Should you go for this debt fund or the 3-year Bharat Bond fund?

At the end March 2020, we recommended 3 MF debt options that you can invest in over the next 2 to 3 years to capitalize on the on-going low-rate scenario. The call has embarked on a successful track. You would also have stayed clear of any credit risk events that panned out the very next …

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Recommendations
Bhavana Acharya

Prime Recommendation: An index to challenge midcap funds

For investors preferring to go the passive route, options were limited until recently. With the passive landscape changing now, it’s becoming increasingly possible to build a diversified portfolio using just passive strategies. And by this, we mean allocations to large-caps, multi-cap and even mid-cap and small-caps. If you are a passive-only investor, you could simply …

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Recommendations
Bhavana Acharya

Prime Recommendation: Why this equity fund should be your choice now

When there is uncertainty writ all around, you cannot be taking sides. You need an option that can navigate across markets, that’s steady in strategy, and that is large-cap based. Kotak Standard Multicap fits all three. This multicap fund is part of our Prime Funds recommendation list. Kotak Standard Multicap suits any investor with a timeframe of 4 years and above. Here’s why the fund makes a good investment.

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equity fund
Mutual funds & ETFs
Bhavana Acharya

Prime Recommendation: A lesser-known equity fund for uncertain times

When uncertainty is the name of the game today, investing in an equity fund may not be at the top of your to-do list. But for long-term investors, markets like these offer good buying opportunities. For such investors, a multi-cap fund that uses a core of large-cap stocks and adds returns by selectively picking mid-cap and small-cap stocks will serve well.

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3 funds
Mutual funds & ETFs
Vidya Bala

Prime Strategy: 3 funds to beat the low-interest rate regime

While you can still seek solace in small savings schemes, at this juncture select pockets of debt funds also offer opportunities for those with a minimum 2-3-year time frame. We have therefore crafted a portfolio of 3 funds for you to optimally take exposure to quality credit and gain from a rate fall.

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conservative equity
Mutual funds & ETFs
Bhavana Acharya

Prime Recommendation: A low-risk option for the conservative equity investor

If you’ve got a 5-year-plus timeframe, equity is the way to go as we explained this week. And if you need money in the very near term, we’ve asked you to stay safe with fixed deposits, liquid funds, and ultra short-term funds. But what about the in-between timeframe? What are your options should you have a horizon of 2-3 years and want better returns that fixed deposits or low-risk debt funds?

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Diversified
Mutual funds & ETFs
Vidya Bala

Prime Recommendation: An all-in-one equity fund with the most distinct strategy

When an equity fund is founded on the philosophy of value investing, seeks to reduce volatility through limited hedging and provides international flavour where such opportunities are not available locally, we call it an all-in-one fund. The fund we are talking of also has an expense ratio lower than the equity category average, considering its relatively small AUM size.

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